RWA
Roberts Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
2,500
-400
| -14% | -$102K | 0.18% | 69 |
|
|
2025
Q1 | $687K | Sell |
2,900
-250
| -8% | -$59.2K | 0.21% | 72 |
|
|
2024
Q4 | $757K | Buy |
3,150
+950
| +43% | +$228K | 0.23% | 68 |
|
|
2024
Q3 | $535K | Sell |
2,200
-100
| -4% | -$24.3K | 0.17% | 72 |
|
|
2024
Q2 | $492K | Hold |
2,300
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $565K | Buy |
+2,300
| New | +$565K | 0.21% | 70 |
|
|
2023
Q4 | – | Sell |
-2,600
| Closed | -$540K | – | 73 |
|
|
2023
Q3 | $540K | Hold |
2,600
| – | – | 0.24% | 71 |
|
|
2023
Q2 | $590K | Sell |
2,600
-300
| -10% | -$68K | 0.26% | 67 |
|
|
2023
Q1 | $595K | Sell |
2,900
-433
| -13% | -$88.8K | 0.27% | 66 |
|
|
2022
Q4 | $826K | Buy |
3,333
+1,333
| +67% | +$330K | 0.4% | 62 |
|
|
2022
Q3 | $438K | Hold |
2,000
| – | – | 0.22% | 66 |
|
|
2022
Q2 | $452K | Hold |
2,000
| – | – | 0.2% | 72 |
|
|
2022
Q1 | $532K | Hold |
2,000
| – | – | 0.21% | 73 |
|
|
2021
Q4 | $585K | Hold |
2,000
| – | – | 0.21% | 75 |
|
|
2021
Q3 | $479K | Buy |
+2,000
| New | +$479K | 0.19% | 77 |
|